Automate Contact Creation with Uppercase Text and Date Formatting

Simplify your contact management with this handy template! Every time a new entry is triggered, this workflow will automatically convert any text to uppercase, format your date, and create or update a contact—all in one seamless process. No technical skills required!

Trigger Event

New Data Entry Trigger

This workflow starts every time a new data input is received. Whether you get new submissions or entries, the process begins automatically to save you valuable time.

Actions

1. Convert Text to Uppercase and Generate Random String

The workflow first takes your input text and turns it into all uppercase letters. It also creates a unique random string, making sure each entry stands out.

2. Format Dates for Consistency

Next, it formats your provided date into an easy-to-read "MM - DD - YYYY" format. This helps keep all your records clear and consistent, so you never have to worry about confusing date formats again.

3. Create or Update Contact in ActiveCampaign

Finally, the workflow creates a new contact or updates an existing one in your ActiveCampaign list. The email is automatically generated using the random string to ensure uniqueness. First names and other details are included if available, making your contact list accurate and up-to-date effortlessly.

Benefits

• Eliminate Manual Data Entry: Automate repetitive tasks to focus on what matters.
• Consistent Records: Uniform formatting prevents errors and confusion.
• Grow and Maintain Your List: Keep your ActiveCampaign contacts current with no extra effort.

This template is your all-in-one solution to boost productivity and keep your contact management process smooth and efficient!